RIA Intel›Advisers›Ohio›COGNITION FINANCIAL LLC

COGNITION FINANCIAL LLC

Advisory

OH

Data as of Mar 27, 2026 · Source: SEC Form ADV

Average account
$123K
across 61 accounts
AUM per adviser
$8M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM
$8M
Discretionary %
82.5%
Clients
26
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$8M
Discretionary AUM$6M
Non-Discretionary AUM$1M
Discretionary %82.5%
Total Clients26
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOH, SC
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

3CM CAPITAL MANAGEMENT, LLC
$8M
ETHOS FINANCIAL PLANNING LLC
$8M
FINANCIAL MANAGEMENT CONSULTANTS, INC.
COLUMBUS, OH
$8M
PHASE LINE FINANCIAL LLC
$7M
PRIORITY INVESTMENT MANAGEMENT LLC
$7M
MORGAN BURTON DAVIS
HUDSON, OH
$8M
-13.7% 1Y

Get the full picture on COGNITION FINANCIAL LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track COGNITION FINANCIAL LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans